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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,281 | $67,894-64.2% | $89,340-72.8% | $82,448-70.6% |
| Participation rate | 40.0% | 64.0%-24.0pp | 69.6%-29.6pp | 68.1%-28.1pp |
| Annual return | 11.89% | 19.21%-7.3pp | 20.57%-8.7pp | 41.64%-29.8pp |
| Employer contribution / active EE | $566 | $1,828-69.0% | $2,231-74.6% | $2,551-77.8% |
| Participant deferral / active EE | $1,963 | $3,072-36.1% | $3,823-48.6% | $4,139-52.6% |
| Admin fee / account holder | $1,134 | $5,723-80.2% | $6,704-83.1% | $7,234-84.3% |